ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $302,400 | +0.9% | 4,361 | -5.1% | 0.11% | -6.7% |
| Q3 2023 | $299,817 | -3.4% | 4,596 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $310,299 | -1.8% | 4,596 | -1.6% | 0.12% | -7.0% |
| Q1 2023 | $316,026 | +6.4% | 4,671 | 0.0% | 0.13% | +12.2% |
| Q4 2022 | $297,037 | -44.2% | 4,671 | -50.0% | 0.12% | -49.3% |
| Q3 2022 | $532,000 | -13.1% | 9,336 | -3.4% | 0.23% | -10.6% |
| Q2 2022 | $612,000 | -26.2% | 9,661 | -15.9% | 0.25% | -15.6% |
| Q1 2022 | $829,000 | -4.5% | 11,488 | +1.6% | 0.30% | -0.7% |
| Q4 2021 | $868,000 | – | 11,306 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |